MidWestOne Financial Group’s Schwab US TIPS ETF SCHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
65,283
+20,432
| +46% | +$545K | 0.23% | 100 |
|
|
2025
Q1 | $1.21M | Buy |
+44,851
| New | +$1.21M | 0.17% | 128 |
|
|
2024
Q1 | – | Sell |
-11,084
| Closed | -$289K | – | 299 |
|
|
2023
Q4 | $289K | Buy |
+11,084
| New | +$289K | 0.06% | 241 |
|
|
2022
Q2 | – | Sell |
-15,420
| Closed | -$468K | – | 236 |
|
|
2022
Q1 | $468K | Hold |
15,420
| – | – | 0.1% | 179 |
|
|
2021
Q4 | $485K | Buy |
15,420
+5,552
| +56% | +$175K | 0.1% | 176 |
|
|
2021
Q3 | $309K | Buy |
+9,868
| New | +$309K | 0.07% | 196 |
|